are you ready to learn the wealth building secrets that your financial advisor isn’t telling you about?
YOU’VE LANDED IN THE RIGHT PLACE!
YOU’RE ABOUT TO HEAR FROM 8 Speakers THAT will share their top wealth-building strategies in a 4 hour jammed packed FREE Masterclass LIVE!
Meet the Speakers:
Peak Financing CEO, Anton W. Mattli, has decades of experience in commercial and investment banking, private equity, and commercial real estate. After graduating from Zurich Business School in banking and finance, he held senior management positions at major financial institutions in New York, Tokyo, Hong Kong, and Zurich. During that time, Anton was heading a bank branch, managed cross-border teams, financed and restructured commercial real estate worth several billion U.S. Dollars, and oversaw loan portfolios consisting of aircraft and ocean transport vessels. Anton also directed the structuring of complex cross-border commodity and trade finance transactions for Fortune 500 companies.
Dr Cozette M. White
Dr. Cozette M. White is an acclaimed 6x bestselling author, nationally recognized advisory accountant and tax expert, international speaker and philanthropist.
Dr. Cozette is the Founder and CEO of My Financial Home Enterprises a global financial firm providing comprehensive accounting, tax and business management services for businesses and individuals.
Dr. White is a resident Money Matter’s Expert for FOX40 and her advice has been called upon by CBS This Morning, NBC, ABC and FOX television stations.
$500MM+ Under Management
Despite being in the midst of a recession and mortgage market collapse, Kaaren Hall founded and made a resounding success of uDirect IRA Services. She discovered a strategic way to put her 20+ years in mortgage banking, real estate, and property management to use. The solution was an untapped market for both her skills and for investors – self-directed IRAs. Through uDirect IRA, she has guided tens of thousands of Americans through the process of diversifying their investments using self-directed IRAs. Learn more about Hall and her thriving company at uDirectIRA.com
Chris is the Founder & CEO of KingsCrowd. KingsCrowd is the first and only independent rating and analytics platform for the online private markets. He and his team provide data-driven ratings on every available startup investment across all major platforms (e.g., Netcapital, Wefunder, SeedInvest) in addition to providing in-depth research tools, market insights and portfolio analysis. KingsCrowd works on behalf of investors with the sole mission of providing institutional-grade tools for investing like a pro in the online private markets to everyone.
Sarah Sullivan is the founder of SuGo Capital, an investment firm connecting you to strong passive income. Her mission is to teach folks how to invest in predictable assets in order to live more luxuriously today and reach financial freedom sooner!
After spending time in the financial services industry as the Director of Business Development for a Fortune 1000 financial company, Chris launched LIFE180 – A company dedicated to helping entrepreneurs create a life they love by helping them launch, advance, and optimize their businesses.
Chris enjoys coaching entrepreneurs and spending time with his wife, Hannah, and three amazing kids (Knightley, 9 – Kanon, 6 – Kierland, 2) camping and off roading in the South West Mountains.
Eric Tait is an Investment Fund Manager with Vernonville Asset Management (VAM) LLC, a private investment firm that helps investors attain or maintain financial independence through the use of alternative assets. Eric is also a Physician who is board certified in Internal Medicine. Under Eric, VAM has grown to over 80 million dollars in assets internationally and domestically.
Jillian Sidoti is an attorney, speaker, entrepreneur, mama, and former college professor. Jillian has written equity and debt offerings for real estate, biotech, film, software, alcoholic beverage, cannabis, and green tech projects. Jillian’s client list includes Grant Cardone, Than Merrill of AE’s Flip this House, Tarek El Moussa of Flip or Flop, David Gross (Nipsey Hussle), Bigger Pockets, Insitu Biologics, and Biolife4D.
As Founder and CEO at Red Fox Wealth, Mike brings over 20 years of experience challenging the typical financial advisor to think beyond conventional investment advice. His clients experience innovative approaches to building generational wealth and tax strategies through his innovative Integrated Asset Management investment philosophy. Mike is the author of the bestselling book. “The Real Perspective-Investment Secrets Your Financial Advisor Won’t Tell You”
HERE’S WHAT YOU’LL learn:
How to use the secrets the wealthy have used for centuries to build generational prosperity!
Setting up systems in your life to protect and grow your wealth.
How to invest in predictable and approachable assets (you’ll be surprised by the returns our clients see!).
together we will cover:
Evaluate investment opportunities, so you feel secure investing in them and feel confident choosing what’s right for you.
We will explore wealth-building strategies with SD IRA investing and Solo 401k investing.
Instill a wealth mindset to help you set and achieve goals.
SAVE YOUR SPOT NOW!
in THIS 4 hour jammed packed FREE Masterclass LIVE YOU WILL LEARN ALL YOU NEED TO BUILD A LEGACY FOR YOU AND YOUR FAMILY! DON’T MISS THIS EVENT!
HERE’S WHAT OUR CLIENTS SAY:
“We attended one of Sarah’s presentations and were so impressed with the opportunities, we invested in 2 of them!”
In an opportunity estimated to pay 25% annualized returns. And an opportunity paying 20% annualized returns.”
“Sarah was so kind in really taking the time to understand our financial situation and built out a model specifically for us. With $200k available to invest with our Solo 401k, she has us retiring on a $162k yearly passive income.”